Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | $5,426 | ||
BRK.A | 10 | -2 | $5,426 |
MICROSOFT CORP | 11,756 | -7,590 | $4,421 |
MSFT | 11,756 | -7,590 | $4,421 |
JPMORGAN CHASE & CO | 22,916 | -5,613 | $3,898 |
JPM | 22,916 | -5,613 | $3,898 |
PHILLIPS 66 | 28,728 | -2,651 | $3,825 |
PSX | 28,728 | -2,651 | $3,825 |
QUALCOMM INC | 26,248 | -13,226 | $3,796 |
QCOM | 26,248 | -13,226 | $3,796 |
CHUBB LIMITED | 16,715 | -4,045 | $3,778 |
CB | 16,715 | -4,045 | $3,778 |
DARDEN RESTAURANTS INC | 21,445 | -2,058 | $3,523 |
DRI | 21,445 | -2,058 | $3,523 |
ISHARES TR (IBDT) | 130,905 | +130,905 | $3,284 |
IBDT | 130,905 | +130,905 | $3,284 |
CVS HEALTH CORP | 41,309 | -7,733 | $3,262 |
CVS | 41,309 | -7,733 | $3,262 |
ISHARES TR (IBDP) | 130,905 | -3,725 | $3,261 |
IBDP | 130,905 | -3,725 | $3,261 |
ISHARES TR (IBDQ) | 130,905 | -2,325 | $3,241 |
IBDQ | 130,905 | -2,325 | $3,241 |
BLACKROCK INC | 3,954 | -925 | $3,210 |
BLK | 3,954 | -925 | $3,210 |
MCDONALDS CORP | 10,593 | -6,232 | $3,141 |
MCD | 10,593 | -6,232 | $3,141 |
ISHARES TR (IBDS) | 130,905 | -2,325 | $3,133 |
IBDS | 130,905 | -2,325 | $3,133 |
ISHARES TR (IBDR) | 130,905 | -2,325 | $3,129 |
IBDR | 130,905 | -2,325 | $3,129 |
KINDER MORGAN INC DEL | 168,582 | -32,696 | $2,974 |
KMI | 168,582 | -32,696 | $2,974 |
PEPSICO INC | 17,298 | -6,125 | $2,938 |
PEP | 17,298 | -6,125 | $2,938 |
SOUTHERN CO | 41,780 | -20,194 | $2,930 |
SO | 41,780 | -20,194 | $2,930 |
CISCO SYS INC | 56,386 | -16,469 | $2,849 |
CSCO | 56,386 | -16,469 | $2,849 |
PROCTER AND GAMBLE CO | 19,252 | -6,159 | $2,821 |
PG | 19,252 | -6,159 | $2,821 |
AFLAC INC | 33,625 | -20,802 | $2,774 |
AFL | 33,625 | -20,802 | $2,774 |
CHEVRON CORP NEW | 18,038 | -1,938 | $2,691 |
CVX | 18,038 | -1,938 | $2,691 |
AMGEN INC | 8,843 | -2,285 | $2,547 |
AMGN | 8,843 | -2,285 | $2,547 |
SMUCKER J M CO | 19,825 | -7,253 | $2,506 |
SJM | 19,825 | -7,253 | $2,506 |
EMERSON ELEC CO | 25,240 | -8,242 | $2,457 |
EMR | 25,240 | -8,242 | $2,457 |
STAG INDL INC | 59,268 | -3,076 | $2,327 |
STAG | 59,268 | -3,076 | $2,327 |
DUKE ENERGY CORP NEW | 22,957 | -5,070 | $2,228 |
DUK | 22,957 | -5,070 | $2,228 |
WALMART INC | 13,288 | -4,502 | $2,095 |
WMT | 13,288 | -4,502 | $2,095 |
UNITED PARCEL SERVICE INC | 13,120 | -7,565 | $2,063 |
UPS | 13,120 | -7,565 | $2,063 |
PRICE T ROWE GROUP INC | 17,429 | -9,013 | $1,877 |
TROW | 17,429 | -9,013 | $1,877 |
APPLE INC | 9,411 | -6,967 | $1,812 |
AAPL | 9,411 | -6,967 | $1,812 |
REALTY INCOME CORP | 29,527 | -11,527 | $1,695 |
O | 29,527 | -11,527 | $1,695 |
MEDTRONIC PLC | 20,393 | -7,724 | $1,680 |
MDT | 20,393 | -7,724 | $1,680 |
HOME DEPOT INC | 4,652 | -699 | $1,612 |
HD | 4,652 | -699 | $1,612 |
VERIZON COMMUNICATIONS INC | 41,597 | -15,878 | $1,568 |
VZ | 41,597 | -15,878 | $1,568 |
BLACKSTONE INC | 9,987 | -2,342 | $1,307 |
BX | 9,987 | -2,342 | $1,307 |
ANALOG DEVICES INC | 6,566 | -500 | $1,304 |
ADI | 6,566 | -500 | $1,304 |
MARKEL GROUP INC | 912 | +117 | $1,295 |
MKL | 912 | +117 | $1,295 |
DOMINION ENERGY INC | 24,232 | -31,532 | $1,139 |
D | 24,232 | -31,532 | $1,139 |
MID AMER APT CMNTYS INC | 7,631 | -5,465 | $1,026 |
MAA | 7,631 | -5,465 | $1,026 |
UNITEDHEALTH GROUP INC | 1,834 | -68 | $966 |
UNH | 1,834 | -68 | $966 |
SPDR S&P 500 ETF TR (SPY) | 2,000 | UNCH | $951 |
SPY | 2,000 | UNCH | $951 |
LOWES COS INC | 3,965 | -2,336 | $882 |
LOW | 3,965 | -2,336 | $882 |
ABBOTT LABS | 7,202 | -8,811 | $793 |
ABT | 7,202 | -8,811 | $793 |
COSTCO WHSL CORP NEW | 913 | -390 | $603 |
COST | 913 | -390 | $603 |
NORFOLK SOUTHN CORP | 2,368 | -2,259 | $560 |
NSC | 2,368 | -2,259 | $560 |
BECTON DICKINSON & CO | 1,855 | -150 | $452 |
BDX | 1,855 | -150 | $452 |
NIKE INC | 3,713 | -3,601 | $403 |
NKE | 3,713 | -3,601 | $403 |
CONSOLIDATED EDISON INC | 4,300 | UNCH | $391 |
ED | 4,300 | UNCH | $391 |
EQUIFAX INC | 1,500 | UNCH | $371 |
EFX | 1,500 | UNCH | $371 |
See Full List: All Stocks Held By Virginia Wealth Management Group Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Virginia Wealth Management Group Inc.
Size ($ in 1000's)
At 12/31/2023: $114,423 At 09/30/2023: $147,842 Virginia Wealth Management Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Virginia Wealth Management Group Inc. 13F filings. Link to 13F filings: SEC filings |